Feature Ideas

Suggest an improvement or a feature request. We are listening to you πŸ™

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  1. Add multiple projects to one workspace

    My idea would be useful to companies who perform multiple work for one client. How it would work would be as follows: Create 1 workspace, and from that one workspace you can link multiple projects instead of just one. That way, I do not have to create multiple workspaces and would be easy to manage.

    Simply D

    0

  2. Expose Messages in Zapier Integration

    I'd like to be able to keep a copy of all messages in our CRM. I'd like to be able to setup a zapier trigger to do stuff with new messages (mostly created by the client/user). I suppose this could also be done as an action where I could trigger the CRM to go get all new messages on some period basis for keeping one "system of record" of all communication.

    Chad

    0

  3. [Messaging] Broadcast messages in multiple chatrooms

    Share important updates with multiple people at once

    The Hubflo Team

    2

  4. Recurring tasks

    Recurring tasks

    Hubflo Team

    3

  5. Have the messaging area more organized and or filtered.

    It would nice to filter views of messages by preference. Also is there a way to delete the old ones? i have so many demo messages i'd like to delete off the feed, but i dont see a way. its visually frustrating

    Al P

    3

  6. On the backend, Option to hide unused side meu options that we don’t intend on implementing or using

    Eliminate clutter and make for an easier Project Manger journey

    Al P

    1

  7. The option to hide menu above the Cover (where it says β€œHome > β€œClient Portal” > and β€œcall”

    To be able to have the cover fill up top portion cleanly

    Al P

    0

  8. The ability to upload, custom Icons.

    To achieve consistency on colors and or flexibility of options

    Al P

    1

  9. Let clients fill out / edit information on their profile

    Let clients fill out / edit information on their profile

    The Hubflo Team

    1

  10. Ability to toggle menu items on and off

    It would be nice to customize (our view) the menu bar to the left hand side. (There are tabs we don't use) and sometimes a bit distracting if we don't use them at all. It would be nice to be able to toggle and or rearrange what is shown to streamline efficiency

    Alvaro P

    1

  11. Project detail

    Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

    Alvaro P

    1

  12. When clicking on the β€œActivity feed” icon in the side menu &click on something like β€œform was sent” to activity, it only pops up.

    It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end

    Al P

    0

  13. The ability to delete archived items

    Eliminate clutter

    Al P

    0

  14. Emojis in Client Messaging

    It would be great if you could add emoji's to the messaging options to help make communication more personable with clients.

    Anonymous Monkey

    0

  15. Mobile App for clients (+push notifications)

    The Hubflo Team

    2